Anic Equity¶
'#---------------------------------------------------------#'
Total return since start: 0.552 %¶
'#---------------------------------------------------------#'
Equity now: -----------------------------> 47403.15 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46005.16 Kr¶
PnL: ---------------------------------------> -883.41 Kr¶
DD now: ---------------------------------> -2.523 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-27 17:21:04.081905'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| FM Mattsson Mora Group B | 50 | -0.160000 | 3105.000000 | 178.000000 | 6.080000 | 2927.000000 |
| HEBA B | 70 | 0.760000 | 2793.000000 | 157.000000 | 5.960000 | 2636.000010 |
| HMS Networks | 2 | -1.210000 | 781.200000 | 108.200000 | 16.080000 | 673.000000 |
| Nordea Bank Abp | 29 | 0.700000 | 3507.840000 | 53.840000 | 1.560000 | 3453.999992 |
| Samhällsbyggnadsbo. i Norden B | 20 | 4.570000 | 407.600000 | 52.600000 | 14.820000 | 355.000000 |
| MedCap | 2 | 0.860000 | 467.000000 | 46.000000 | 10.930000 | 421.000000 |
| Corem Property Group B | 59 | 2.760000 | 615.370000 | 38.370000 | 6.650000 | 576.999999 |
| SAAB B | 8 | -0.810000 | 3415.200000 | 38.200000 | 1.130000 | 3377.000000 |
| Resurs Holding | 22 | 2.590000 | 609.180000 | 35.180000 | 6.130000 | 573.999998 |
| Swedbank A | 3 | 2.530000 | 590.400000 | 26.400000 | 4.680000 | 564.000000 |
| AcadeMedia | 12 | 0.120000 | 579.360000 | 22.360000 | 4.010000 | 557.000004 |
| Intrum | 4 | 0.510000 | 547.600000 | 20.600000 | 3.910000 | 527.000000 |
| OEM International B | 7 | 0.380000 | 548.100000 | 20.100000 | 3.810000 | 527.999997 |
| Securitas B | 6 | 2.080000 | 588.120000 | 18.120000 | 3.180000 | 570.000000 |
| Eastnine | 4 | 0.480000 | 506.400000 | 15.400000 | 3.140000 | 491.000000 |
| Fastighetsbolag. Emilshus Pref | 21 | 0.000000 | 575.400000 | 13.400000 | 2.380000 | 562.000005 |
| Samhällsbyggnadsbo. i Norden D | 12 | 4.090000 | 256.800000 | 10.800000 | 4.390000 | 246.000000 |
| Norva24 Group | 16 | -0.060000 | 553.600000 | 10.600000 | 1.950000 | 543.000000 |
| Boozt | 12 | -0.430000 | 1664.400000 | 10.400000 | 0.630000 | 1653.999996 |
| Coor Service Management Hold. | 8 | 0.670000 | 539.200000 | 7.200000 | 1.350000 | 532.000000 |
| Karnov Group | 9 | 0.500000 | 542.700000 | 6.700000 | 1.250000 | 536.000004 |
| Creaspac SPAC | 6 | 0.100000 | 581.400000 | 4.400000 | 0.760000 | 577.000002 |
| Handelsbanken A | 5 | -0.050000 | 539.750000 | -6.250000 | -1.140000 | 546.000000 |
| Midsona B | 63 | -0.550000 | 565.110000 | -17.890000 | -3.070000 | 582.999984 |
| International Petroleum Corp. | 5 | 4.260000 | 575.500000 | -19.070000 | -3.210000 | 594.565215 |
| CTEK | 13 | -4.310000 | 507.780000 | -26.220000 | -4.910000 | 533.999999 |
| Essity B | 2 | -3.130000 | 532.000000 | -42.000000 | -7.320000 | 574.000000 |
| Vivesto | 1368 | -2.070000 | 542.550000 | -70.450000 | -11.490000 | 612.999432 |
| Essity A | 4 | -2.730000 | 1068.000000 | -81.000000 | -7.050000 | 1149.000000 |
| Sampo Oyj SDB | 7 | 0.190000 | 3766.000000 | -84.000000 | -2.180000 | 3850.000000 |
| Fasadgruppen Group | 35 | 1.550000 | 3668.000000 | -143.000000 | -3.750000 | 3810.999990 |
| Beijer Electronics Group | 26 | -0.370000 | 2792.400000 | -178.600000 | -6.010000 | 2971.000006 |
| OX2 | 18 | 1.780000 | 1443.600000 | -220.400000 | -13.250000 | 1663.999992 |
| Axfood | 13 | 0.000000 | 3468.400000 | -287.600000 | -7.660000 | 3756.000001 |
| Ovzon | 52 | -0.560000 | 2761.200000 | -600.800000 | -17.870000 | 3361.999992 |
| TOTAL | 46005.160000 | -883.410000 | -2.5226% | 46888.564618 |
Updated:¶
'2023-01-27 17:21:17.457498'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
